Top 25 Financial planner Jobs in Williamsport In

Financial Planner
Waverly Advisors, LLC —Lafayette, IN
- Mid-level
- Office
- Bachelor's degree
- Profit sharing
- Paid holidays
Quick Apply
Associate Wealth Advisor
Waverly Advisors, LLC —Lafayette, IN
- CPA
- Writing skills
- Mid-level
- Profit sharing
- Paid holidays
Quick Apply
Wealth Advisor *See link in job description to apply
Security Federal Savings Bank —West Lafayette, IN
- Computer literacy
- Research
- Mid-level
AVP Financial Advisor
First Farmers Bank & Trust —Lafayette, IN
- Full-time
- Mid-level
- Office
- 3 years
- Profit sharing
- Wellness program
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Managing Director
WealthBridge Financial Group —Lafayette, IN
- $150,000 - $225,000 a year
- Full-time
- Hybrid work
- 3 years
- Mentoring
- US work authorization
- Disability insurance
- Health insurance
Quick Apply
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
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Empower Financial Planner
Empower —United States
- $87,400 - $123,400 a year
- Remote
- Mid-level
- Bachelor's degree
- US work authorization
- Paid parental leave
- Paid holidays
Senior Wealth Advisor & Practice Lead - Wealth Management/ Personal Strategy - Bay area
Empower —United States
- $87,400 - $123,400 a year
- Remote
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Paid parental leave
- Paid holidays
2d

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Financial Planning Specialist II
Busey Bank —Urbana, IL
Busey respectfully requests no phone calls or emails. Requires Bachelor’s degree in Finance related field. Federal and state laws and regulations.
$64,000 - $80,000 a year
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Wealth Management Client Services Specialist
Busey Bank —Urbana, IL
Busey respectfully requests no phone calls or emails. This role will interact with clients by fielding higher volumes of phone calls and email communications…
$25 - $29 an hour
Quick Apply

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Financial Advisor (Training and Licensing Provided)
Northwestern Mutual —Columbus, OH
*Educate*—Educate yourself beyond training with sponsored licensing and registration as well as ongoing development. Bonus programs and expense allowances.
$65,000 - $200,000 a year
Quick Apply
Entry Level - Financial Advisor
Equitable Advisors —Columbus, OH
*Professional Growth:* encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and…
$24,000 - $125,000 a year
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Financial Planner

Waverly Advisors, LLC
Lafayette, IN

Quick Apply

Job Details

Benefits

Profit sharing
Paid holidays
Health insurance
Dental insurance
Paid time off
Vision insurance
401(k) matching
Sabbatical

Qualifications

Spreadsheets
Bachelor's degree
Financial concepts
Industry knowledge of financial regulations
Financial services
Productivity software

Full Job Description

Waverly Advisors' primary goal is to serve our clients, one another, and our communities. We aren't your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients' investments, offering truly in-depth financial planning. We set ourselves apart by actually living and acting on our guiding principle, 'Serve.' It is the reason we go to work every day.

In this role, you'll be challenged to take on work that upholds our guiding principle and drives Waverly Advisors forward. We hope you'll grow as a person and leader in your field and transform those around you as well.

We are looking to add a Financial Planner to our team in our Lafayette, IN office. The Financial Planner is an essential part of the overall client experience. As a Financial Planner, you will play a key role in providing comprehensive financial planning services to our clients, helping them achieve their financial goals, and secure their financial future. This role regularly assists in the development and delivery of financial planning services through a comprehensive financial planning approach. In this role, you will have a high degree of direct communication with clients, wealth advisors, client service associates, and compliance team members. The ideal candidate will have a passion for serving others, a competitive spirit, a team mindset, and a desire to positively impact the community.

Financial Planner Responsibilities:

Conduct thorough financial assessments and gather relevant information from clients to understand their financial goals, risk tolerance, and investment preferences.

Develop personalized financial plans and budgets based on clients' needs, incorporating investment strategies, retirement planning, tax planning, estate planning and risk management to achieve their financial goals.

Evaluate clients' financial documents including their income, expenses, and liabilities to complete planning work with an advisor's direction. This includes gathering, building and summarizing financial planning deliverables using financial planning software.

Collaborate with clients to implement financial plans and monitor their progress over time, making necessary adjustments as needed.

Stay up-to-date with market trends, financial regulations, and industry best practices to provide clients with the most relevant and accurate information.

Build and maintain strong client relationships through regular communication and proactive support.

Educate clients on financial planning concepts and strategies to enhance their financial literacy and empower them to make informed decisions.

Collaborate with other team members, to deliver holistic financial planning solutions to clients.

Travel:

Occasional travel to meet with clients may occur.

Required Qualifications and Skills:

Bachelor's degree.

1-3 years of experience in a financial planning role.

Proficiency in Microsoft Office Suite, with a special emphasis in Excel.

Excellent verbal and written communication skills, with the ability to explain complex financial concepts in a clear and concise manner.

High level of professionalism and integrity.

Outstanding attention to detail, organizational skills, and problem-solving abilities.

Ability to analyze large amounts of financial data and comply with regulations.

Self-motivated and proactive attitude, with the ability to work independently as well as collaboratively in a team environment.

Ability to empathize and a strong desire to serve external clients and internal team members.

Preferred Qualifications and Skills:

One to five years' experience in the financial services industry.

Experience with financial planning software such as Money Guide Pro, e-Money, or Right Capital. Emoney experience strongly preferred.

CFP Certification strongly preferred; if CFP is not held currently, willingness to obtain CFP Certification.

Experience with Salesforce.

Physical Requirements:

Prolonged periods of sitting at a desk and working on a computer

Must be able to lift 15 pounds at times

Must be able to access and navigate each department at the organization's facilities

Benefits:

Comprehensive Health, Dental, and Vision coverage to support your overall well‑being.

401(k) retirement plan with match and profit sharing to help you invest in your future.

Twelve paid holidays each year.

An extra vacation day during your birthday week—so you can celebrate you!

Responsible Time Off Policy giving flexibility without annual PTO limits, while balancing team responsibilities and business needs.

Paid sabbatical program: Enjoy four consecutive weeks of paid time off after seven years of service.

Compensation commensurate with experience.

Legal:

Waverly Advisors, LLC. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, gender, genetic information, national origin, disability, uniform service, veteran status, age, or any other classification protected by federal, state, or local law.

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financial planner jobs in williamsport in

Financial Planner

Associate Wealth Advisor

Wealth Advisor *See link in job description to apply

AVP Financial Advisor

Managing Director

Relationship Manager – Private Wealth & Tax Solutions

Empower Financial Planner

Senior Wealth Advisor & Practice Lead - Wealth Management/ Personal Strategy - Bay area

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